Articles by Jason Spits

Education, Estate Planning

Topdocs launches estate planning training

Topdocs estate planning

Legal document provider Topdocs will build on its partnership with The Legal Hub to provide free estate planning to financial advisers.

read more
ASIC, Auditing

ASIC bans SMSF auditor, acts on five others

ASIC action SMSF auditors

ASIC has taken action against six SMSF auditors after receiving referrals from the ATO to examine their level of compliance with legal obligations.

read more
Direct Property, Residential Property

Property fragmenter lists first development project

property fragmented

A property group offering segmented investments at smaller entry figures has opened access to its first ground-up development.

read more
Education, FASEA

FASEA panned but deadline extension supported

FASEA deadline extension

Labor has supported an extension to the deadline for advisers to comply with new education standards, but has criticised how FASEA has handled the changes.

read more
Administration, Superannuation

SuperConcepts reports sharp asset decline

superconcepts

SuperConcepts has reported a sharp fall in assets under administration after a year of restructuring the SMSF administration business.

read more
Retirement, Superannuation

Actuaries Institute wants broader SG coverage

Superannuation guarantee cover

A call for the super guarantee to include more Australians regardless of their employment situation has been made by the Actuaries Institute in its submission to the Retirement Income Review.

read more
Financial Planning

AMP-linked advice associations merge

AMP financial advice associations

Two associations for AMP-linked advisers will merge to continue to promote the best interests of their members to the company, government and consumers.

read more
ATO, Superannuation

ATO death benefit ruling raises questions

ATO member benefit ruling

A private ruling by the ATO on the timing of a member benefit payment has raised questions about whether it is consistent with tax and super law.

read more
ATO, Tax

Tax case law has NALE solution

Tax case law NALE

Established and tested tax case law should inform how the ATO will treat non-arm’s-length expenditure (NALE) within an SMSF, an SMSF lawyer has suggested.

read more
Superannuation

Impact of contribution change unclear

voluntary contributions age 64

The government needs to provide more information on its planned change to voluntary contributions after the age of 64 to allow the SMSF sector to factor it into this year’s strategies.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.